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Yesterday’s post covered 13 options for homeowners wanting to transfer their personal residence (“PR”) within their circle of family or friends after death. Today, we continue the discussion by presenting 14 additional options more appropriate for families that are anticipating an estate or gift tax liability in the future. Read more...

This past April top estate planning blogger David A. Shulman, Esq. opined that “[t]he #1 Estate Planning blog is and continues to be Texas Tech Univ. School of Law Professor Gerry Beyer’s ‘Wills, Trusts & Estates Prof Blog.’ It is, and continues to be, essential reading for anyone in the profession.” Read more...

As stated here, the reason this blog showcases the excellent posts and articles about estate planning is an attempt to make the topic more accessible and less intimidating. However, it has been suggested that I am linking to far too many sources each week, and that this fact actually works against the original goal. Read…

A $5 million estate tax exemption with a lower estate tax rate? Executive Branch vs. Legislative Branch? Democrats vs. Republicans? These are exciting times for estate planning enthusiasts. I have always wondered why there was never a “Law and Order” or “L.A. Law” type of show featuring estate planning lawyers. “No, Ms. Senior Partner, a…